Who owns XBOC
Which tracked institutional funds hold XBOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XBOC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on XBOC is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 10 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XBOC’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XBOC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 40 tracked filers holding XBOC, 9 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XBOC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 5
- Orion Porfolio Solutions, LLC$2M
- Encompass More Asset Management$1M
- CWM, LLC$1M
- Atria Investments, Inc$979K
- Triad Wealth Partners, LLC$526K
Largest trims
- Millington Financial Advisors, LLC$2M
- Farther Finance Advisors, LLC$738K
- COMMONWEALTH EQUITY SERVICES, LLC$727K
- CoreCap Advisors, LLC$366K
- OSAIC HOLDINGS, INC.$270K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers trimmed | 187,611 | $6M | 13.6% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 111,006 | $4M | 8.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 110,557 | $4M | 8.0% | 2026-Q1 |
| HighTower Advisors, LLC | 103,045 | $3M | 7.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,939 | $2M | 3.7% | 2026-Q1 |
| Brookwood Investment Group LLC added | 50,304 | $2M | 3.7% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC | 43,466 | $1M | 3.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 36,296 | $1M | 2.6% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 35,337 | $1M | 2.6% | 2026-Q1 |
| Brookstone Capital Management added | 31,880 | $1M | 2.3% | 2026-Q1 |
| Snowden Capital Advisors LLC | 31,850 | $1M | 2.3% | 2026-Q1 |
| Welch Financial Planning, LLC added | 26,411 | $869K | 1.9% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 25,628 | $843K | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,238 | $764K | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 22,763 | $749K | 1.7% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 19,022 | $626K | 1.4% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 18,316 | $602K | 1.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 17,292 | $569K | 1.3% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS | 12,277 | $404K | 0.9% | 2026-Q1 |
| Lido Advisors, LLC | 11,582 | $381K | 0.8% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 10,350 | $340K | 0.8% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 9,996 | $329K | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 9,750 | $321K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,675 | $318K | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 6,775 | $223K | 0.5% | 2026-Q1 |
| Millington Financial Advisors, LLC trimmed | 6,182 | $214K | 0.5% | 2026-Q1 |
| Orion Capital Management LLC | 6,340 | $209K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA | 2,400 | $79K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 1,900 | $62K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,779 | $59K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 1,312 | $43K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 401 | $13K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 388 | $13K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 324 | $11K | 0.0% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 200 | $7K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 198 | $7K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 194 | $6K | 0.0% | 2026-Q1 |
| UBS Group AG added | 112 | $4K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 95 | $3K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 53 | $2K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 47,630 | $2M | 3.5% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 53,095 | $2M | 3.5% | 2025-Q3 stale |
| Encompass More Asset Management trimmed | 38,622 | $1M | 2.9% | 2025-Q4 stale |
| CWM, LLC added | 33,060 | $1M | 2.5% | 2025-Q4 stale |
| Atria Investments, Inc added | 29,177 | $979K | 2.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 27,987 | $918K | 2.0% | 2025-Q3 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 19,276 | $632K | 1.4% | 2025-Q3 stale |
| Triad Wealth Partners, LLC added | 15,681 | $526K | 1.2% | 2025-Q4 stale |
| Gradient Investments LLC trimmed | 12,206 | $400K | 0.9% | 2025-Q3 stale |
| Brown Financial Advisors added | 12,803 | $381K | 0.8% | 2025-Q1 stale |
| Mattson Financial Services, LLC new | 10,865 | $324K | 0.7% | 2025-Q1 stale |
| Paladin Wealth, LLC trimmed | 10,547 | $314K | 0.7% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC new | 10,105 | $301K | 0.7% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,594 | $288K | 0.6% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 7,833 | $233K | 0.5% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 3,360 | $107K | 0.2% | 2025-Q2 stale |
| Financial Network Wealth Advisors LLC added | 961 | $32K | 0.1% | 2025-Q4 stale |
| GAMMA Investing LLC | 796 | $27K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 648 | $22K | 0.0% | 2025-Q4 stale |
| Luminist Capital LLC | 197 | $7K | 0.0% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. | 126 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.